Assurance services

Our assurance services include audits, reviews, and compilations for GAAP financial statement preparation (generally accepted accounting principles), OCBOA (other comprehensive basis of accounting) such as income tax basis and cash basis, as well as other prescribed forms. We provide these assurance services to small businesses, governmental entities, nonprofits, retirement plans, as well as many others.

Tax preparation and management

Our tax services include the following most common areas:

  • Tax return preparation for individuals, partnerships, corporations, trusts and fiduciaries
  • Tax planning for businesses and individuals
  • Information returns related to nonprofit filings
  • Entity selection
  • Representation before taxing authorities
  • State and local tax services
  • County tax listings

Eldercare and check writing assistance

Whether you are an active individual or someone who needs extra assistance we provide check writing and bill management services.

Estate and gift tax planning

Estate taxes are an increasingly complex area. We work closely with your attorneys, insurance agents, and financial advisors to develop an overall strategy to protect your assets and your goals.

Bookkeeping and payroll

Our small business and bookkeeping assistance offers various levels of service which are readily available to meet your specific needs. We offer monthly and quarterly assistance related to general ledger and payroll support along with the flexibility to meet your accounting needs.